“What if my future is about more than just finances?”
A financial plan offers you freedom, security, legacy and a foundation on which to build the future you want. That’s why you need a team who not only understands your ambitions but can be trusted with them too.
Whether you are just starting on your financial journey, looking to invest for the future or planning your retirement, we aim to guide you to the point where you can enjoy life, happy in the knowledge that you have a structured, tax-efficient financial plan in place.
We pride ourselves on the strong relationships we will build with our clients. These relationships enable us to build financial plans that evolve in step with needs.
Each of our services is tailored to your needs both in the short and long term. Whether you require advice on pension planning (including pension transfers), managing your Lifetime Allowance risk, personal cash flow planning, inheritance tax planning or later life planning, our advisers are here to support you.
Our award-winning team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.
Although I have a financial background I felt that the range of considerations in personal financial planning meant that the expertise, know how and up to date knowledge that an adviser could bring would greatly improve the outcome.
Laura looked carefully at our specific situation and long term goals and matched our investment strategy closely with these. Crucially the advice is dynamic and regular so changes in requirements or market conditions are quickly addressed. It is not a 'tick box' service, we consider and agree the plan together based on up to date advice and market knowledge.
VouchedFor review
Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:
In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX By Phone: 0121 232 9500 By E-mail: mfp.compliance@mazars.co.uk
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
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